capital goods, not expected to increase hiring. which is why i think the gdp numbers are so bad. >> can i ask you one thing. big caps, less than 2,000. >> compared to small businesses. >> that's what i'm talking about. there's my concern right now. you have operating margins and gross margins lower. at any point in the last two years you had p ratios, enterprise race yeses. you're not a happy camper? >> large cap stocks, the s&p 500 right now. >> kevin, let me go to you. my theory, just a theory, watching the market action particularly after the relatively strong jobs report, heaven for bid temporary jobs are no good, the point i'm making is this, as interest rates have gone up, stocks have gone up with the exception of that one little period there when the fed said -- when bernanke was talking. is it possible that, a, the bond market has already discounted the end of qe bond buying?